Jennifer Swindler
Jennifer Swindler is a CFP-designated registered investment advisor at Money Illustrated Advisory Services, based in Bluffdale, UT, with 3 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 16 clients with $4.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The Advisor may waive investment management fees for immediate family members.
Fee Estimator
Contact
Jennifer Swindler
Location
Bluffdale, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Money Illustrated Advisory Services
Previous Registrations
Vincere Wealth Management, LLC
State Registrations2 states
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